Quantum Mutual Fund offers one of India's most trusted and diversified investment platforms, with 134 active schemes spanning Equity, Debt, Commodities categories - making it a strong fit for retirement-focused investors at every stage of their journ...
Quantum Mutual Fund offers one of India's most trusted and diversified investment platforms, with 134 active schemes spanning Equity, Debt, Commodities categories - making it a strong fit for retirement-focused investors at every stage of their journey. The Quantum Value Fund Direct-Growth leads the fund house with the highest AUM at ₹1,018.41 Cr, a testament to the scale of investor confidence it commands. For those building a retirement corpus, Quantum Gold Fund stands out with 5-year returns of 23.36% and a long-term track record of 15.47% over 10 years - well-suited for wealth preservation goals. The Quantum Gold Savings Fund Direct-Growth, with AUM of ₹1,018.41 Cr and 10-year returns of 15.47%, is specifically designed for post-retirement income needs. With an average expense ratio of 1.05% across all schemes, Quantum Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
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The core objective of
Quantum Mutual Fund
is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of
Equity, Debt, Commodities
schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Quantum Mutual Fund
features a diverse lineup of
134
active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is
Quantum Value Fund Direct-Growth,
which leads with Assets Under Management (AUM) of
₹1,018.41 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from
Quantum Mutual Fund
based on historical returns include:
Quantum Small Cap Fund Direct-Growth
: Delivered
9.94%
returns over a 3-month period.
Quantum Small Cap Fund Direct-Growth
: Achieved
11.27%
returns over a 6-month horizon.
Quantum Gold Fund
: Recorded
43.71%
returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the
Quantum Mutual Fund
portfolio are:
Quantum Gold Fund
: Generated
42.69%
returns over a 2-year period.
Quantum Gold Fund
: Posted
32.76%
returns over a 3-year horizon.
Quantum Gold Fund
: Registered
23.36%
returns over a 5-year period.
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from
Quantum Mutual Fund
include:
Quantum Gold Savings Fund Direct-Growth
: Delivered
21.06%
returns over 7 years.
Quantum Gold Savings Fund Direct-Growth
: Achieved
15.47%
returns over a 10-year horizon.
Quantum Equity Fund of Funds Direct-Growth
: Recorded
12.62%
returns over 15 years.
Quantum Value Fund Direct-Growth
: Posted
13.73%
returns over a 20-year timeframe.
Across the active lineup of
Quantum Mutual Fund,
the cost structure varies significantly depending on the scheme category:
Highest Expense Ratio:
Quantum Ethical Fund Regular-Growth
features an expense ratio of
2.18%.
Lowest Expense Ratio:
Quantum Gold Savings Fund Direct-Growth
offers a lower expense ratio of
0.04%.
